MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $568M
1-Year Est. Return 17.27%
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.7M
3
+$8.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.06M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.14%
2 Technology 3.44%
3 Financials 2.25%
4 Consumer Discretionary 2.2%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+146
477
$2K ﹤0.01%
+4
478
$2K ﹤0.01%
+134
479
$2K ﹤0.01%
+150
480
$2K ﹤0.01%
+137
481
$2K ﹤0.01%
+1,285
482
$2K ﹤0.01%
+35
483
$2K ﹤0.01%
+32
484
$1K ﹤0.01%
+26
485
$1K ﹤0.01%
+21
486
$1K ﹤0.01%
+87
487
$1K ﹤0.01%
+8
488
$1K ﹤0.01%
+27
489
$1K ﹤0.01%
+12
490
$1K ﹤0.01%
+26
491
$1K ﹤0.01%
+8
492
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+12
493
$1K ﹤0.01%
+50
494
$1K ﹤0.01%
+90
495
$1K ﹤0.01%
+52
496
$1K ﹤0.01%
+15
497
$1K ﹤0.01%
+100
498
$1K ﹤0.01%
+45
499
$1K ﹤0.01%
+100
500
$1K ﹤0.01%
+3
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